Rule Components

Rule Types—Select the appropriate rule type and save the rule before defining other components.

Rule Triggers—The end-user action that triggers the rule, such as creating a record.

Rule Qualifiers—The information that the rule checks before executing its action. A rule qualifier consists of a list of qualifier items and the logic used to evaluate those items.

Rule Actions—The action that the rule performs when its qualifiers are met, such as denying the operation attempted by the user or sending it for approval. More complex actions, such as generating files when the rule's qualifiers are met, are considered custom actions and may be accomplished by writing rules using class files or JavaScript. The pre-population of fields may be defined through the use of templates.